Michael
Strong
Oak Crest Advisory, LLC
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About this Advisor
Michael Strong is a financial advisor working out of Rochester, New York, with 2 years of industry experience. Strong is currently employed by Oak Crest Advisory, LLC. The advisor has gained experience at Mirsky Financial Management Corp, Leigh Baldwin & Co., LLC and Oak Crest Advisory, LLC. Strong maintains Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York and Texas. Oak Crest Advisory, LLC is a financial advisory company headquartered in Rochester, NY. It administers $31 million in assets under management between its 236 client accounts, placing it among the smaller firms in the nation by assets under management. Of its 236 accounts, 18% are held by high-net-worth clients who have at least $1 million in investable assets. Oak Crest Advisory, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules largely are based on which services the firm provides the client. However, fee types charged by Oak Crest Advisory, LLC can consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oak Crest Advisory, LLC Brokerage Details
$31,030,993
3
236
$131,487
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Michael Strong Work History
Michael has been registered as a financial advisor for 2 years.*
Oak Crest Advisory, LLC
Leigh Baldwin & Co., LLC
Mirsky Financial Management Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Strong to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oak Crest Advisory, LLC
Rochester, NY
Rochester, NY
Rochester, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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